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Starboard 13-F

StockNow breaking-news AI analysis

Starboard Value is rotating out of established activism plays like CRM and BDX to focus on restructuring candidates in traditional sectors, while trimming gains in AI-pivoting firms like RIOT.

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Cuts: Riot (RIOT), News (NWSA), Bloomin' Brands (BLMN), TripAdvisor (TRIP) Exits: Becton Dickinson (BDX)

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